Core Viewpoint - The analysis suggests that while Apple's business fundamentals remain strong, external factors such as interest rates present challenges for investors [1]. Company Analysis - Apple Inc. (AAPL) is currently viewed as a stock to hold due to its robust business performance [1]. - The focus of the analysis is primarily on small- to mid-cap companies, but it also includes insights on large-cap companies like Apple to provide a comprehensive view of the equity markets [1]. Market Context - The broader market environment is described as less favorable, particularly due to the impact of interest rates on investment sentiment [1].

In my last update on Apple Inc. ( AAPL ), I said investors should hold the stock. My reasoning was that Apple’s business itself looked strong, but the bigger picture wasn’t so friendly. Interest ratesI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long ...

Apple is predicting a whole lot of iPhones will be beneath Christmas trees this year. CEO Tim Cook said he expects record iPhone sales — and Apple's biggest quarter in history by revenue — for the holiday quarter."We are incredibly excited about the strength we're seeing across our products and services, and we expect the December quarter's revenue to be the best ever for the company and the best ever for iPhone," Cook said on Apple's fourth-quarter fiscal 2025 earnings call on Thursday. The recent launc ...

Core Insights - Apple CEO Tim Cook indicated the company remains open to acquisitions and partnerships to enhance its AI capabilities, with a focus on integrating AI into its products and services [1][2] - The next-generation AI-powered Siri is on track for a 2026 launch, with significant progress reported [1][3] - Apple is pursuing a three-pronged approach to AI development, involving in-house foundation models, partnerships with third-party LLM providers, and potential acquisitions [2][3] Company Developments - Apple is actively monitoring the market for M&A opportunities that could advance its AI roadmap, with Cook emphasizing the company's openness to pursuing such opportunities [2] - The company is preparing to announce additional AI partnerships, similar to its collaboration with OpenAI to integrate ChatGPT into Siri and Apple Intelligence [2][3] - Apple is utilizing its Private Cloud Compute technology for various Siri queries and is expanding its infrastructure to support AI processing [3] Infrastructure and Market Impact - A new manufacturing plant in Houston has begun producing servers for Apple Intelligence, with plans for ramping up production for data centers [4] - Cook noted that AI influences consumer decision-making when selecting smartphones, expressing optimism about its growing importance in the market [4]

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, Amazon shares jumping today after a blowout quarter. The stock is set to add $300 billion to its market cap after reporting the fastest cloud unit growth in nearly 3 years. On the analyst Call, CEO Andy Jasse touted the prospects for AWS and spoke about the impact of AI on the company's businesses.The power capacity of the AWS data center fleet has doubled since 2022. ...

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...

EARNINGS PREVIEW: Palantir, Robinhood Among Leaders Set To Report Western Digital (WDC) stock rallied again Friday following an earnings report that showed the hard-disk-drive market remains red-hot because of AI demand. The San Jose, Calif.-based tech company said late Thursday that its adjusted earnings jumped 137% year-over- year to $1.78 per share while sales increased 27% to $2.82 billion. The results beat both top- and bottom-line estimates for the September quarter. On the stock market today, Western ...

THE STORM, THE CANCELED FLIGHT, NOT GETTING REBOOKED. DANI: IT FEELS LIKE SHUTDOWN OR NOT YOU ARE SITTING ON THE TARMAC. LISA: APPLE SHARES GETTING A BOOST FOLLOWING A REVENUE BEAT AND AN UPBEAT FORECAST.GENE MONTHS -- EUGENE MUNSTER WRITING THIS. I EXPECT APPLE TO BE THE BEST-PERFORMING MAG 7 TO THE END OF THE YEAR. APPLE, BEST-PERFORMING.WHY. EUGENE: IT IS PRETTY STRAIGHTFORWARD. THERE IS TWO BIG LEVERS.IPHONE DEMAND FOR THE NEXT THREE QUARTERS IS LIKELY GOING TO OUTPACE THE STREET. THE STREET IS LOOKING ...

Skip to content S&P 500 6,861.00 -0.13% Dow Jones 47,575.80 -0.10% Nasdaq 100 25,996.20 -0.15% Russell 2000 2,480.16 +0.69% FTSE 100 9,726.00 -0.42% Nikkei 225 52,483.70 +1.70% Stock Market Live October 31: S&P 500 (SPY) Soaring on Amazon and Apple Earnings Home >Investing >Wall Street Loves Apple, Amazon and Nvidia Investing Wall Street Loves Apple, Amazon and Nvidia ByIan Cooper Oct 31, 2025 10:20 am This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensa ...

What is it that was so good, given the fact that this really is a hardware story, not necessarily a technology story, which is what's going on with the rest of the tech world. Sure. I mean, look, if you look services that continues to be Rock of Gibraltar for them and that, you know, mid-teen growth.I think that some from a multiple perspective that investors are really focused on. But the reality is we've talked about so many times in the show over the years, like other cycles have been disappointing from ...